The Practical Wealth Show

Do you want to break away from the trap of living paycheck to paycheck? Indeed, everybody wants to gain time, freedom, leverage, and legacy. But are you willing to change your life by immersing yourself in real estate investing? Zack Boothe, the host of Driving for Dollars Mastery, joins Curtis to talk about making money with the real estate business. At the age of 17, Zack started his entrepreneurial journey by opening a window cleaning business. 10 years later, he felt like he was stuck in a job instead of running a business. This was when he decided to venture into real estate investing – a move that changed his life. Today, aside from being a millionaire real estate investor, he also does coaching to help and guide people who are skeptical about this business space. He documents his day-to-day life to show everyone what it's really like and that there's no reason to doubt themselves so much! Zack perceives, based on experience, that you can't take massive actions on something you are skeptical about. Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Zack Boothe
• www.DFDmastery.com
• https://www.linkedin.com/in/zackboothe Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Introducing the guest: Zack Boothe – 0:08
• Zack's Story: From window cleaner to millionaire real estate investor – 1:18
• Real estate investing is 100% life-changing - 2:36
• Having more output, change more lives by working less - 3:30
• The 40 Day Challenge - 5:21
• Documentation is the solution for the skeptics - 8:09
• Building a Massive Marketing List - 13:08
• Zach is very grateful and humbled by the success that his company has - 17:30
• Delving into the business of flipping houses: A transactional process - 18:50
• Work smart not hard: A Million Dollar Net Worth in 8 Months - 20:10
• Don't figure everything out all by yourself, get a coach - 25:35
• A Tip Sheet on discounted properties from the expert - 26:34
• 7 Reasons Why Driving for Dollars is the best and fastest resource in real estate investing - 26:43
• How to get a free resource - 27:13

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Planning for future succession and ownership is one of the most difficult decisions to make in a family business. The success of their business is defined in the next-gen leader's ability, skills, and willingness to manage and effectively deal with issues and circumstances.

Curtis welcomes speaker, author, and consultant to NextGens, Nike Anani. Nike helps NextGens rise above the operations into a non-executive board role with credibility, so that they are able to lead and formulate a plan to future-proof the business, becoming more effective change agents.

In this episode, Nike talks about not only her role as a consultant but also the kinds of people she's working with. She shares her experiences working with people who are dealing with basic problems with money and the possible problems that can happen. She also discusses the number one problem she noticed while working with clients and the possible solutions to them.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Nike Anani
• https://nikeanani.com/
• https://www.linkedin.com/in/nikeanani/
• https://twitter.com/nikeanani
• https://www.instagram.com/nikeanani/
• https://www.facebook.com/nikeanani/ Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Who is Nike Anani and what does she do? - 0:50
• The people that she's working with. - 7:06
• The amount of work needed to instill entrepreneurial thinking in people. - 10:08
• For the people and communities she's working and talking to, do they have basic problems with money? - 13:58
• The possible problem is waiting to happen. - 19:04
• How does it work? It starts with conversation. - 21:09
• It's the same in the family: How it works in Nike's family. - 27:22
• The number one problem while working with clients. - 33:08
• What many successful families do. - 36:41
• The 4Cs: The skills that are required to be an effective NextGen leader. - 37:46
• Nike's wish for the NextGen leaders. - 40:44
• Best ways to reach out to Nike. - 42:13

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Social media is essential for a business. But how can you start growing your network?

Curtis welcomes social media and virtual storytelling experts, Lisa and Deevo to talk about social media for your business. They talk about the difference between posting content and telling your story and the simple rules that you need to follow. Lisa and Deevo also share how you can help people by connecting with them. For social media, it's important to have more people to know and more importantly, more people who know you.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Lisa and Deevo
• https://lisastaffphoto.com/
• Mind-Body Business Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Who the guests are for today. - 0:36
• Crafting a business that can help other people. - 2:58
• How storytelling fits in Lisa and Deevo's minds and marketing. - 6:59
• Fitting in the paradigm: Not everybody is cut out for entrepreneurial life. - 11:44
• Difference between posting content and telling your story. - 12:44
• Few simple rules that you need to follow. - 16:26
• How do they help people connect to their ideal buyers and other people that they can serve? - 18:28
• Talking about their business: What their business is, who their ideal people or company to serve and what they do. - 24:06
• Social media can sometimes be overwhelming. - 30:29
• Focus on what you're really good at and what you're passionate about. - 34:27
• Best ways to reach out to Lisa and Deevo. - 34:26

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How expensive can it be to start investing in real estate?

The guest for today, Ola Dantis, proved that you don't need to be a millionaire to start investing in real estate. Together with Curtis, they talk about how Ola got his head start in real estate. He also talks about his whys, his aspirations, and his mission statements. Ola also shared a very important tip to real estate investor aspirants: If you want to be successful, it involves reading.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Ola Dantis
• https://www.instagram.com/oladantis/
• https://www.dwellynn.com/
• https://www.dwellynn.com/show Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• The four asset classes. - 0:21
• Who is Ola Dantis? - 0:39
• How it all started: How Ola got into real estate. - 2:59
• Investing is not about buying something, it's about becoming something. - 9:53
• How many properties did he look at to find "that" deal? - 11:33
• The syndication timeline. - 13:58
• Giving opportunities: Working with passive investors. - 16:22
• Different taxes that someone in real estate, particularly multifamilies, need to settle. - 18:33
• Getting your own mortgage. - 22:20
• The structure: How does it work? - 25:02
• What's the difference? 29:01
• His why: The goal for him and his wife. - 32:02
• The best way to reach out. - 34:35

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Have you heard about digital products? Did you know that selling digital products can be a passive income?

Anna discusses more how she started selling and marketing digital products as her main business niche with Curtis. She also reiterates the value of investing in yourself and how building an automated webinar funnel helped her to save time, money, and effort in reaching out to a wider audience.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Alma Bradford
• https://almabradford.com/
• https://www.instagram.com/almajbradford/ Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• How Curtis met Alma. - 0:24
• Alma's background and the ways she helps people. - 1:21
• Getting into the world of digital products. - 5:35
• Investing in herself: Investing in courses and training and working with mentors. - 7:27
• Building an automated webinar funnel. - 11:31
• Things that she shares and teaches to other people. - 18:24
• The problem of many people selling digital products in the online space. - 26:30
• Where should you start investing? - 29:37
• Alma's philosophy. - 32:23
• People will pay a lot of money to solve very urgent problems that keep them up at night. - 34:19
• Tools and things that Alma directs people towards. - 38:58
• How to find an idea for your business. - 43:13
• Where to get in touch with Alma? - 45:31

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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What does it take to buy an already established business? How can you determine if the business you're trying to acquire can give you financial opportunities?

Curtis interviews Ryan Condie and they discuss how to buy an online business. They also talk about how to find and evaluate and build a lifestyle business, Ryan reiterates that even if you don't have the skillset, if you know the ins and outs of the business and you have people in your network whom you can tap, you can grow and excel in eCommerce.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

• Links and Resources from this Episode
• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Ryan Condie
• https://podcasts.apple.com/us/podcast/lets-buy-a-business/id1506985601
• https://www.linkedin.com/in/ryancondie
• https://twitter.com/ryanpaulcondie
• Buy Then Build

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• How Ryan Condie started making money. - 0:32
• Opportunities that allowed him to structure deals. - 2:58
• The skillset that you need to have to grow and excel in eCommerce. - 7:05
• The lower-end things that people could start with and how they can start with their research about it. - 10:46
• Seller Discretionary Earnings or SDE. - 15:09
• What Ryan is looking for in the businesses he's looking to acquire. - 17:06
• Can he get the things he's looking for with just a conversation? - 22:04
• It takes skills to get rich. It takes money. - 27:39
• An important thing to think about: You can't measure somebody else's gain and someone else's gap. - 32:53
• Where to find Ryan. - 35:18

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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What does it mean to be House Rich and Cash Poor?

Curtis invites Matthew Sullivan to discuss a unique and new concept when it comes to homeowners getting cash from their real estate properties with no interest and monthly payments. Matthew provides more information about Home Equity Contracts, how it works, and what the processes are. He also differentiates Home Equity Contracts from Mortgages and why more homeowners should take advantage of this. Additionally, Mathew mentions that it does not only allow a cash flow to the property owners, it also allows investors to buy and sell through their website.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Matthew Sullivan
• https://www.quantmre.com/
• The WEInvested Podcast

Special Listener Gift Schedule a 15-Minute Call with Curtis Free Ebook Financial Planning Has Failed

Show Notes

• Who is Matthew Sullivan? - 0:14
• What does it mean to be House Rich but Money Poor? - 2:08
• Equity in the balance sheet perspective. - 4:28
• How does it work? - 5:04
• What happens when real estate depreciates? - 8:04
• Reason why this agreement is not popular and not everyone has heard of it. - 9:11
• Differences between home equity products and mortgages. - 10:43
• How do they protect themselves against reverse mortgages and the risks? - 15:27
• Customer profiles who use their services. - 19:20
• How fast is the process? - 21:46
• Is there a variation between the rate of return of the appreciation that they're looking for to create their ROI as a company? - 25:51
• The biggest questions they're getting. - 28:36
• Is it the next biggest real estate asset class on equity contracts? - 36:18
• Investing is a plan, not a product or a procedure. - 42:26
• Best way to contact Matthew Sullivan. - 43:06

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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Money is more clearly seen in your mind than in your eyes. Believe it or not, money is more of accounting and learning than investing and gambling your money. You need to learn more about the investment you'll be entering than just pushing your money to the investment and waiting for it to grow.

To learn more about note investing, Curtis invites Martin Saenz to discuss what really the space is all about. Martin shares his insights about how risky note investing is and how it is different from other forms of investment. He also answers important questions surrounding credit investors and the minimum investment should you plan to start.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Martin Saenz
• https://www.bqfunds.com/
• https://www.linkedin.com/company/bequest-funds
• Rich Dad's Guide to Investing by Robert T. Kiyosaki Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Who is Martin Saenz? - 0:24
• What is note investing? - 1:28
• How Martin got into the note investing space. - 7:05
• The four asset classes. - 9:09
• Did Martin's MBA prepare him to be in business for himself? - 11:25
• How risky is note investing? - 12:31
• The three rules of investing. - 14:38
• Martin's way of handling the economic downturn? - 15:51
• How is note investing differently? - 19:29
• Credit Investor: Who is it and how to find more information. - 24:45
• The minimum investment. - 26:25
• Investing in areas because it's easy to invest in will not allow you to learn the fundamentals and be an investor. - 31:21
• How to get more information about note investing and Martin Saenz? - 34:14

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

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Are you prepared to leave your legacy behind? Dying without a trust or a will for your estates can be costly, especially for your loved ones you'll be leaving, but what's the best option?

Natalie "Money Momma" Goldberg joins Curtis to talk about wills, trusts, and asset protection. She runs down the differences between different trusts and which one can work for you, depending on your needs and requirements. She also reiterates the value of putting everything on paper not only for your protection as the policyholder but also for the peace of mind of the loved ones you'll be leaving behind.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Natalie "Money Momma" Goldberg
• https://www.goldbergllp.com/
• https://www.linkedin.com/in/natalieelishagold
• [email protected] Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Introducing the guest: The supermom, Natalie "Money Momma" Goldberg. - 0:29
• The importance of asset protection. - 1:05
• Trust is the number one vehicle for asset protection. - 2:42
• Why are people doing Medicare trust? - 4:14
• Is Domestic Asset Protection Trust revocable or irrevocable trust? How does it work? - 6:53
• There are different kinds of trusts, depending on the situation. - 8:43
• Living a legacy of wealth and the wisdom that comes along with that. - 10:05
• Can you have more than one pour-over will and revocable trust? - 12:44
• Do you need to change your pour-over will if you're now an investor? - 15:01
• The purpose of business is to buy real estate. - 18:35
• Two types of cases in California that are constantly being bought. - 20:04
• The best way to reach out to Natalie. - 20:44

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

• Click here to subscribe with Apple Podcasts
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Are you confident with your budgeting techniques or do you always find yourself asking: "Where did I put my money, why am I always short?"

Budgeting can be a challenge, especially when it comes to looking for a system that works for you. In today's episode, Curtis welcomes Ryan Clark, and together, they talk about a unique approach when it comes to keeping and maintaining a budget: Qube Money. Ryan shares how he manages money. He also reiterates why you need to create a plan, not only for budgeting but also in your business and with your family.

Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com

Links and Resources from this Episode

• www.practicalwealthadvisors.com
• Email Curtis for a free report - [email protected]
• Call his office - 610-622-3121
• Connect with Ryan Clark
• https://www.linkedin.com/in/ryan-j-clark/
• https://www.instagram.com/qubemoney/
• https://www.stackingbenjamins.com/qube-money-966/
• The Order of Wealth Special Listener Gift
• Schedule a 15-Minute Call with Curtis
• Free Ebook Financial Planning Has Failed Show Notes
• Introducing Ryan Clark. - 0:09
• There are a lot of great tools out there, but what's missing?
• The guide or expert knows how to use it and to start scaling. - 1:46
• The passion for helping people achieve their purpose and help them reach their intentionality and growth mindset so that they can be more of who they want to be with money. - 3:21
• How does he manage his finances in the electronic world? - 5:43
• How Qube Money created a system mixing cash envelopes and technology. - 8:57
• The reason why budgeting for couples fails. - 12:32
• Once you start with budgeting, your life will change: But remember, you have to make savings a priority. - 16:40
• How Qube works. - 19:49
• Introducing budgeting and money-related topics to kids. - 23:56
• Exploring: More information about Ryan's book. - 27:40
• Believe in the transactional power of cash: Having cash available to do stuff, to invest in things that you know and understand is so much more valuable than the 5 to 8% that you're making in the market. - 31:09
• What makes Qube unique? - 34:41
• How to start using Qube in your business? - 37:51

Review, Subscribe and Share If you like what you hear please leave a review by clicking here

Make sure you're subscribed to the podcast so you get the latest episodes.

• Click here to subscribe with Apple Podcasts
• Click here to subscribe with Spotify
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